Vignette CMS V7 Content User Instruction Manual

Transcription

1 Vignette CMS V7 Content User Instruction Manual College of Literature, Science, and the Arts University of Michigan Version 2.8 Prepared by LSA Development, Marketing & Communications

2 IMPORTANT!!! This document is in a constant state of update and improvement. For the most recent copy always check the online version available in the left column of the Home page in Vignette s AppConsole ( 2

3 Table of contents VIGNETTE CMS V7 CONTENT USER INSTRUCTION MANUAL... 1 TABLE OF CONTENTS... 3 INTRODUCTION TO THE CONTENT MANAGEMENT SYSTEM... 5 PRINCIPLES OF CONTENT MANAGEMENT... 6 TWO WAYS TO ADD OR EDIT CONTENT... 7 ICE VS. APPCONSOLE... 7 GETTING ACCESS AND LOGGING ON... 7 IN CONTEXT EDITING (ICE/PREVIEW)... 7 APPCONSOLE (BACK END)... 8 CONTENT TYPES... 9 ADDING NEW CONTENT IMPORTANT NOTE!!!!!!!! ARTICLES Adding a New Article Using ICE Adding a New Article Using the AppConsole Article Field Descriptions The Editing Toolbar DOCUMENTS Adding a New Document Using ICE Adding a New Document Using the AppConsole Document Field Descriptions HTML BLOCK IMAGES Adding a New Image Using ICE Adding a New Image Using the AppConsole Image Field Descriptions SLIDE SHOW Adding a New Slide Show Using ICE Adding a New Slide Show Using the AppConsole Slide Show Field Descriptions LINK Adding a New Link Using ICE Adding a New Link Using the AppConsole Link Field Descriptions PEOPLE EVENTS Adding a New Event Using ICE Adding a New Event Using the AppConsole Event Field Descriptions NEWS Adding a New News Item Using ICE Adding a New News Item Using the AppConsole News Field Descriptions STATIC FILES WHAT S NEXT? HOW DO I SEE MY CONTENT ON THE SITE?

4 Adding Content to Region Config USING REGION CONFIG WITH EXISTING CONTENT VERSIONING YOUR CONTENT CREATING A NEW VERSION OF ANY CONTENT ITEM RESTORING A VERSION OF A CONTENT INSTANCE ARTICLES IN DEPTH IN TEXT LINKS To Internal Pages & Content: To Static Files PUBLISHING YOUR CONTENT PUBLISHING STATES PUBLISHING CONTENT USING ICE PUBLISHING CONTENT USING THE APPCONSOLE DELETING CONTENT ITEMS DELETING CONTENT USING ICE DELETING CONTENT USING THE APPCONSOLE

5 Introduction to the Content Management System In January 2003, LSA Development, Marketing and Communications (DMC) launched the new College of LSA website. Besides the complete graphical redesign, new audiencebased architecture and revision of content, this was also the first site in the College to utilize the Vignette Content Management System (CMS) Version 6. Implementing a CMS for web content offers numerous benefits to people publishing and maintaining web pages, as well as to the students, faculty, staff, alumni and others who visit these websites: departments & units using the CMS have the ability to add or edit web content without needing any HTML, resulting in websites that are more current and useful. Since the launch of the College s site, DMC has worked with many LSA units to redesign their existing websites and move them into the CMS. Departments and units with sites in the CMS no longer need to rely on limited staff with HTML knowledge to make small changes to websites they benefit from the conveniences of a CMS. In 2006 LSA decided to upgrade the Vignette Content Management System to V7. Key Terms CMS The Content Management System, or CMS, is a highly complex software package and series of databases that stores, organizes, and delivers web content. AppConsole Content, formatting, and page layout can be entered into the CMS through the Application Console (AppConsole). This is sometimes referred to as the Back End. ICE Content can also be manipulated through a more visual interface through which you can edit content right from within your webpage. This is called In Context Editing or Preview. V6 was a very aggressive and new technology: LSA was among the first colleges in the country to invest in a CMS of Vignette s size. Since its deployment, College staff has evaluated content management in the College and, along with realizing the many benefits, have suggested improvements and new features. The LSA upgrade of the CMS takes these suggestions into account: Vignette V7 offers a number of substantial improvements over its predecessor. New CMS users will experience the same HTML less editing capabilities, an events calendar integrated with the LSA homepage for increased visibility, smooth faculty & staff directory creation and upkeep, and all the other benefits of content management under V6. Former V6 users will see a number of new features. The key benefits include: News: News content is now treated similar to events content. Press releases, highlights, and other newsworthy items can be submitted to a date based news system that knows when to publish new news, when to remove it from certain pages, and more. Additionally, news items will be automatically copied and sent to LSA DMC for potential inclusion on the LSA homepage, use in LSAmagazine, or distribution to the popular press. This way, you can publish your news and alert College media relations personnel of important happenings with one click. In Context Editing and Improved Interface: Previously, CMS users had to login to the application that allowed them to manipulate content. While effective, this system was sometimes clunky. With in context editing, department personnel may edit content directly from the website. Small icons that represent basic editing functions appear next to all the content items on the page but appear only to those with proper permissions and allow content editors to simply click a button from a page and edit most content without having to use the editing application. When more robust edits are required, the content management application has been upgraded as well. More features are available, and the interface loads much faster. Security, Permissions, and Workflow: V7 offers departments a very granular and flexible approach to security and content approval. Individuals can be assigned permission to individual parts of the site and at different levels. Versioning: You are now easily able to create versions of most content instances in the system as well as easily restore content to a previous version, all with a few clicks. This document is designed to help staff in LSA units manage their content more effectively and to act as a quick reference resource for questions. 5

6 Principles of Content Management Websites using the CMS are comprised of various content types, mixed together to create the look you want. Each content type offers specific display formats, which give you additional control over the way your web pages are put together. The CMS allows LSA users to update content in a central system, stored separately from the layout and graphics of their pages. When a web user attempts to load a page, the system pulls the pieces of content and creates the webpage dynamically. Because of this, graphics and layout can applied more consistently, and content updated once will change on all the pages it is referenced. In the example below, About Intro text is used on both pages. If the staff in charge of updating changes that item in the CMS, the system will automatically display the updated version on both pages. This is only the beginning of what the system is capable of doing. For an additional example, look at the Sweetland Writing Center below: We can see a mix of articles, images, and documents. These are displayed using various display formats. As we move forward, we ll look at how to add content to the CMS using each of the ten content types, and then look at how to structure the layout of your pages. 6

7 Two Ways to Add or Edit Content ICE vs. AppConsole Vignette V7 provides more than one way to add and edit web content. In Context Editing (ICE) allows users to do the vast majority of tasks with greater speed and more ease, though it does not provide all of the features of the Application Console. While the Application Console (AppConsole) has a number of features and allows users to take full advantage of optional add ons like workflow and task lists, it also requires more clicks to do common tasks and is not as intuitive. Generally speaking, anyone adding or editing normal web content (e.g., documents, articles, images, etc) will use the ICE interface. Because it more closely resembles the actual website, most people find it easier to use. Those with higher level administrative access or those with specialized multimedia or other components on their site may find a need to use the AppConsole. Getting Access and Logging On In-Context Editing (ICE/Preview) Only authorized users can edit content on ICE for any site. Before using the ICE, you will need to get access through LSA Development, Marketing and Communications. We contact each department we work with to get the names of those who will be handling content and we assign permissions in the system. Users are granted authorization for the department/unit site they will work in there will be no access to content owned by other departments. Once your authorization is added, you can login at this URL: Once you are logged on, you will see a near exact replica of your site with a number of editing icons, each described in the appropriate section in this document. You will use these icons to edit your content within the context of your actual site. Getting Access Do you need access to the CMS for yourself or for a colleague? Send an to [email protected] du to obtain the permission to logon to AppConsole. 7

8 AppConsole (Back End) Only authorized users can access the AppConsole of the CMS. Before Using the AppConsole, you will need to get access through LSA Development, Marketing and Communications. We contact each department we work with to get the names of those who will be handling content and we assign permissions in the system. Users are granted authorization for the department/unit site they will work in there will be no access to content owned by other departments in the AppConsole. Once your authorization is added, you can log into the AppConsole at this URL: This URL will bring you to the AppConsole login screen show above. Enter your UNIQNAME and LSA PASSWORD, and click OK. Once logged in, you ll see Menu bar on the Home Page screen (shown below): Menus in the AppConsole Sites Clicking on this menu will produce a list of all sites for which you have access. Select a site from the list to see the hierarchy of channels and regions in that site and the content within each channel. You will primarily use the Sites tab to preview your content from the AppConsole/backend. Content Clicking on the content menu will allow you to see all content to which you have access 8

9 Content Types Content on a CMS website needs to be added into the LSA CMS database through Content Types. There are ten major content types from which to choose. The content you wish to display on your website will fall into one of these ten categories. Choose the content type that best fits your need. Each content type is explained in the following table: Article Document News HTML Block Image Link Event People Slide Show *Region Config The most popular content type. Enter text to be read from (on) your website. Contains Title, body, author and more fields. Upload files (Word documents, PDF, Excel files, etc.) to make available on your site. Enter news items to use on your website. The LSA News Coordinator will be alerted to new News content in the system for possible use on the LSA site and other potential uses. Enter HTML code (or copy in from programs like Dreamweaver). Upload image files (.jpg,.gif, etc.) to use on your website Enter the URL of a site you wish to link to from your website Enter events to post on your website, as well as the College of LSA main site. Enter people profiles to use on your website (e.g., faculty directories). Create image slideshows to use on your website. Region Config refers to a particular area in your website. It can be considered as a container that holds any number of content items. Presentation template and area formats are used to provide a specific look. The region config needs to be associated to a channel; The term channel refers to a place on your website which can hold a region config. For users of the old CMS, these channels would have been called sections. Think of channels and Region Configs as placeholders on your site. Each of these content types will be explored in the following sections. Using display formats, the CMS can format your content in any number of ways. For example, an article can be displayed with or without an associated image, can be displayed on multiple pages of the site in different ways all from the same article, et cetera. You will see examples of how various content types can be formatted in each section. Content can be added either via In Context Editing (ICE) or the AppConsole. While LSA recommends using ICE for speed and efficiency, this document explains how to do so using both methods in the following sections on content types. Once content is in the CMS, you will likely find that you need to edit it from time to time. This can also be done via either ICE or AppConsole. A section later in the document covers finding and editing content once it s in the CMS. 9

10 Adding New Content IMPORTANT NOTE!!!!!!!! When creating content, you may be faced with the necessity to paste large amounts of text into the content editing forms we ll review below. Whenever possible, paste the text without any formatting. This can be accomplished a couple of ways. 1) Pasting your text into a simple text editor (NOT MICROSOFT WORD) like NotePad, then copying and pasting again. 2) When available chose Edit Paste Special Plain Text as below Articles An article is any large body of text you wish to place in your CMS website. You may add this content using In Context Editing (ICE) or using the Application Console (AppConsole). Adding a New Article Using ICE 1. To add a new article using ICE, you will login to the edit mode of your site: You will notice next to most of the content a pencil icon accompanied by a red X icon. These options allow you to edit that particular content item in the region of the page. To add a new article to an area, you will use the Region Config editing option which is highlighted below. 10

11 2. After clicking on the Region Config editing pencil, you will notice the Region Config properties screen opens (it appears the same as if you were to open it from the AppConsole). 11

12 3. You will now be able to add new content or find existing content to add. For this illustration, we will be creating a new article. Under the create menu drop down options, choose the type of content you want to create. You should select Article Umich as shown below. 4. A new window will popup, Click on UMICH to access the list of websites to which you have access. When the following screen appears, you can click on the site you want to add content to. 5. Once you have clicked on your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the appropriate subproject which has the same name as channels of your site in which you want to add your content, Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as place holders on your site. 12

13 For example, in the screens below, we have clicked on Home, then About Us, and are finally clicked on Staff. 6. The article edit screen will open, and you can create the content of your article WARNING!!!!!!!! You must use caution when copying content and pasting it in the Body field of the Article Edit Screen. By selecting the Paste Special function The Article Edit Screen: pasting in plain text you avoid bringing in unwanted formatting (ex. Tables) that could cause headaches later. 7. Remember to fill out all the bold fields; they are required. 8. When done entering your content, click OK. 13

14 9. You will now be able to associate that content and place it in the order you want in the Region Config. You should now find the content using the Find button in Region Config, then search for it. The easiest way to find content you add is to type your uniqname in the Keywords field and select the content type you are trying to add. In this case, Article Umich. 10. From the results of your search or browse, select the content you want to add to the Region Config by clicking the radio button next to the content item. You can then select a format for the content or just press OK. 14

15 11. You will now see your article in the Region Config and in ICE. Remember that once content is created it must be put in the region configurator and approved/published. 15

16 Adding a New Article Using the AppConsole 1. If you have not done so already, login to the AppConsole. Go to the URL: Enter your UNIQNAME and LSA PASSWORD. Once logged in, you will see the CMS Homepage (below). 16

17 2. To create a new content item, you will first need to traverse down the Content tab (shown in menu bar of the above image) to select the target project location in which you want to place the content. On placing your mouse on the Content tab you will see the below image. 3. Click on UMICH to access the list of websites to which you have access, when the following screen appears, you can click on the site you want to add content to. Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as place holders on your site Once you have clicked on your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the

18 appropriate subproject which has the same name as channels of your site in which you want to add your content, For example, in the screens below, we have clicked on Home, then About Us, and are finally clicked on Staff. 5. Once you have navigated to the target project or sub project in which you want to place your content, you can use the green + icon in the upper left corner of the screen shown in below image to add the content there, 18

19 6. Click the plus sign, and then select Content Item to add a new content item. The button is shown in the graphic below. 7. On clicking on the above shown Content Item tab, the below screen appears Each entry on this screen represents the opportunity to create that type of content (e.g., to upload a Word document, you would select document). These will be covered later in this document. To create your article, select Article and click OK. 8. Now you will be presented with the Article Edit Screen, which is described in the next section. 19

20 The Article Edit Screen WARNING!!!!!!!! You must use caution when copying content and pasting it in the Body field of the Article Edit Screen. By selecting the Paste Special function pasting in plain text you avoid bringing in unwanted formatting (ex. Tables) that could cause headaches later. Fill out the appropriate forms on the article edit screen. As you can see, the content is divorced from the graphics on your site. Each of the form fields can be displayed in different ways within the graphics of your site using display formats. Detail about display formats and presentation templates will be provided later. Remember to fill in the bold fields; they are required. 9. When you are done, click OK to finish saving the article into the CMS. Article Field Descriptions Title (Required) Name of your article (e.g., About Us ) Teaser (Optional) Brief, eye catcher to motivate viewer to read more Body (Required) Bulk of text goes here. See the following section for more information on how to use the toolbar to edit your text. Detail Image 20

21 (Optional) Image can be inserted in the article Once uploaded, images can be displayed alone, or they can be added to display within an article. Image 2 (Optional) A second image can be uploaded here. Thumbnail image (Optional) Thumbnail images can also be uploaded Author (Optional) Provide your name. CMA Keyword (Optional) Enter search words to help you later find an article within the system Modified By (Optional) Write your name here, when you create a new article or edit an already existing one. Modified Date (Optional) Write creation or modification date Don t See the Toolbar? When you are at the article edit screen, the body field should be occupied by a MS Wordlike toolbar. If you only see a blank box or receive a note about installing the toolbar, you need to install the toolbar. To do so, contact LSAIT at lsa [email protected] or call and request that the ewebeditpro package be installed on your computer. The Editing Toolbar The Body area of the article includes a toolbar used for editing text. The toolbar will load in the body field each time you open an article. This toolbar allows further editing to your body text without requiring HTML. Use the icons to enhance or alter your text, or add special displays. The icons on the toolbar are very similar to icons you would see in a Microsoft program and may be familiar to you. Users will find that the toolbar can do most things they are accustomed to from using programs like Microsoft Word. Here are some popular requirements and uses followed by a complete description of its capabilities: Cut, Copy, and Paste: Use these icons to cut, copy, or paste text out of, or into, the body field. Depending on the program you copy from, occasionally, pasted text here may retain some formatting or not appear correctly in the body field or contain tables. This means that some HTML formatting was retained from the original copy. If this is happens, you can just go to the insert dropdown and select the Paste Special option. In the pop up window, select Plain Text, then click OK. This will strip the text of all formatting. This often resolves the problem. Heavily formatted HTML text may need to be reentered from scratch or have the old HTML removed. Hyperlink and Remove Link: These two icons are used for adding and removing hyperlinks in your article. You can now add links to websites to addresses from within your article. To add a URL or Mailto link, click the Hyperlink icon. A window will come up where you will specify the type of link (http for regular website; https for secure sites; mailto for addresses) and the destination address. Once you click OK, the hyperlink text is activated. To remove a link, click the Remove Link icon. 21

22 View as WYSIWYG and View Source: Using the toolbar means you don t need to use HTML to create your web content. However, the HTML is there if you want to view or edit it. The default article body is WYSIWYG, or What You See Is What You Get. It is writing the HTML for you, behind the scenes. The HTML code can be viewed by clicking View Source. This will bring up the HTML source code for viewing and editing. Remember, if you don t know or feel comfortable using HTML, you do not have to. However, it is there and does bring some additional functionality, which is reviewed later in this tutorial. FUNCTION CUT COPY PASTE FIND UNDO REDO SPELL CHECKER SPELL CHECK AS YOU TYPE BOOKMARK HYPERLINK DESCRIPTION Cut content Copy content from most Windows applications and retain formatting. Paste content from most Windows applications and retain formatting. Find allows you to search the page for a certain word or phrase. This button allows you to undo any changes that have been made to the page. This button allows you to redo any changes that have been made to the page. Spell check on demand Spell check on demand or as you type. Creates a target point within a page that can be references to point to a specific part of a page. Creates an html link from text or objects to other pages or elements in the tree. Removes html link from text or objects REMOVE LINK SHOW BORDERS ORDERED LIST Displays borders just like MS Word Numbers items in a list. 22

23 STYLE NON BREAKING SPACE COPYRIGHT REGISTERED TRADE MARK TRADE MARK SPECIAL CHARACTERS Allows you to change the typeface style and font. Inserts a single break to a new line. Inserts copyright symbol in the article Inserts registered trade mark symbol Inserts trademark symbol Insert special characters into the page contents. It supports international language support. Remember that once content is created it must be put in the region configurator and approved/published. Documents A document in the CMS refers to any file you want users to download or view. Examples include Word documents, PDFs, PowerPoint presentations, Excel files, and other static files containing information not appropriate to put into an article or other CMS content type. Adding a New Document Using ICE (1) To add a new document using ICE, you will login to the edit mode of your site: You will notice next to most of the content, a pencil icon accompanied by a red X icon. These options allow you to edit that particular content item in the region of the page. To add a new article to an area, you will use the Region Config editing option which is highlighted below. 23

24 (2) After clicking on the Region Config editing pencil, you will notice the Region Config properties screen opens (it appears the same as if you were to open it from the AppConsole). (3) You will now be able to add new content or find existing content to add. For this illustration, we will be creating a new article. Under the create menu drop down options, choose the type of content you want to create. You should select Document Umich as shown below. 24

25 (4) A new window will popup for you to place the content you are creating. Click on UMICH to access the list of websites to which you have access, when the following screen appears, you can click on the site you want to add content to. Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as place holders on your site. (5) Once you have clicked on your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the appropriate subproject which has the same name as channels of your site in which you want to add your content, For example, in the screens below, we have clicked on Home, then About Us, and are finally clicked on Staff. 25

26 (6) Once you have navigated through the channels to the channel or sub channel in which you want to place your content and once you have clicked OK, you will be presented with the Document Properties Screen, shown below. (7) If you or someone else has previously uploaded this document, you may browse for the file in the system. Otherwise, click Upload to upload a new file (Note: Uploading new files will usually be the mode of operation, rather than browsing existing files). Once you click upload, you ll see the screen below. 26

27 Use this tool like you would many other Windows tools, clicking Browse to find the file you wish to upload (as shown below). Next, select your target project using the button. The following screen will appear. Once you have selected the parent project for this content, and clicked OK, you will return to the Submit Static File screen. Click OK. You will then be returned to the Document Properties Screen. Remember to fill in the bold fields; they are required. Remember that once content is created it must be put in the region configurator and approved/published. 27

28 Adding a New Document Using the AppConsole (1) If you have not done so already, login to the AppConsole. Go to the URL: Enter your UNIQNAME and LSA PASSWORD. Once logged in, you will see the CMS Homepage (below). 28

29 (2) To create a new content item, you will first need to click Create Content Item (shown in previous image) in order to open the content type definition screen. Once you click on Create Content Item, the following screen will appear. (3) Click on UMICH to access the list of websites to which you have access. The following screen will appear. 29

30 Each entry on this screen represents the opportunity to create that type of content. To add a new document to the system, you would select Document and click OK. (4) A new screen will appear to help you select where you would like to put this new piece of content. (Note: If you use the alternate method with the + sign described in the callout box at left, you may not need to do this step.) First, click UMICH. After you select UMICH, a screen will appear listing all the sites to which you have access. If you have access to only one site, only one site should appear. Next, select the appropriate site. (5) Once you have selected your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the appropriate channel of your site in which to put your content, and then click OK. For example, in the screens below, we have selected Home, then About Us, and are finally checking off Staff. Then, we click OK. Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as containers within which you can put any number of articles, links, images, and other content. 30

31 31 (6) Once you have navigated through the channels to the channel or sub channel in which you want to place your content and once you have clicked OK, you will be presented with the Document Properties Screen, shown below.

32 (7) If you or someone else has previously uploaded this document, you may browse for the file in the system. Otherwise, click Upload to upload a new file (Note: Uploading new files will usually be the mode of operation, rather than browsing existing files). Once you click upload, you ll see the screen below. Use this tool like you would many other Windows tools, clicking Browse to find the file you wish to upload (as shown below). 32

33 Next, select your target project using the button. The following screen will appear. Once you have selected the parent project for this content, and clicked OK, you will return to the Submit Static File screen. Click OK. You will then be returned to the Document Properties Screen. (8) Fill out the rest of the fields on the Document screen as necessary Once you have filled out the remaining fields, click OK. Your document is now submitted. Remember that once content is created it must be put in the region configurator and approved/published. Document Field Descriptions Title (Required) The title of your document or a title that will explain the file File Name (Required) Click Browse to locate the file on your computer or shared drive. Description (Optional) Describe for the user what the file is Author (Optional) If appropriate, name the author of the file CMS Keywords 33

34 (Optional) Enter keywords that will help you find this content in the ICE or AppConsole at a later date HTML Block To work with HTML block content items on your site, please schedule supplemental training and we will also provide an additional training manual. Please send an to [email protected] to request access and an additional training session. Images Images can be added to the CMS and then displayed on your website in a variety of ways, including embedded in articles, with links, or on their own. Before you can use images in Articles, you must upload them through the Image content type, described in this section of this manual. The most popular types of images are JPG or GIF files, and you should consider using only these formats. Other image formats, such as TIF, BMP, or PNG are supported in some web browsers but not others. So while you can upload any image file into the CMS, other people s computer may not be configured to see these less common formats. JPG and GIF are thus the recommended formats. Before uploading an image, you may want to resize, crop, or adjust the image in a graphics program like PhotoShop, PaintShop Pro, or Fireworks. If you are not familiar with these programs, your IT representative can likely install one for you, and there are many classes available through HR or tutorials available online via Google search. Adding a New Image Using ICE (1) To add a new image using ICE, you will login to the edit mode of your site: You will notice next to most of the content, a pencil icon accompanied by a red X icon. These options allow you to edit that particular content item in the region of the page. To add a new article to an area, you will use the Region Config editing option which is highlighted below. A Helpful Hint: JPG vs. GIF JPG and GIF images behave differently. Both take pixel information from within an image file and compress it, however each format compresses it differently. As a result, some files are better saved as JPG files and others are better saved as GIF files. Here are the criteria: JPG: Very complex images with many, many colors or any image with complicated patterns are best saved as JPG files. GIF: Simple images, big blocks of color, small images with pixilated text, and any images with transparent backgrounds should be saved as GIF files. 34

35 (2) After clicking on the Region Config editing pencil, you will notice the Region Config properties screen opens (it appears the same as if you were to open it from the AppConsole). (3) You will now be able to add new content or find existing content to add. For this illustration, we will be creating a new article. Under the create menu drop down options, choose the type of content you want to create. You should select Images Umich as shown below. 35

36 (4) A new window will popup for you to place the content you are creating. Click on UMICH to access the list of websites to which you have access, when the following screen appears, you can click on the site you want to add content to. (5) Once you have clicked on your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the appropriate subproject which has the same name as channels of your site in which you want to add your content, For example, in the screens below, we have clicked on Home, then About Us, and are finally clicked on Staff. Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as place holders on your site. 36

37 (6) Once you have navigated through the channels to the channel or sub channel in which you want to place your content and once you have clicked OK, you will be presented with the Image Properties Screen, shown below. When done entering your content, click OK. Remember that once content is created it must be put in the region configurator and approved/published. Adding a New Image Using the AppConsole (1) If you have not done so already, login to the AppConsole. Go to the URL: Enter your UNIQNAME and LSA PASSWORD. 37

38 Once logged in, you will see the CMS Homepage (below). (2) To create a new content item, you will first need to click Create Content Item (shown in previous image) in order to open the content type definition screen. Once you click on Create Content Item, the following screen will appear. Alternative: Add Content In addition to adding new content by clicking create content item, you may also use the Sites menu to select your site. Once you are in the hierarchy of your unit s website, you will notice a + icon in the upper left corner of the screen. Click the plus sign, and then select Content Item to add a new content item. This can be a helpful alternative when you are working within your site in the AppConsole and wish to add new content without returning to the homepage. The button is shown in the graphic below. 38

39 (3) Click on UMICH to access the list of websites to which you have access. The following screen will appear. Each entry on this screen represents the opportunity to create that type of content. To add a new image to the system, you would select Image and click OK. (4) A new screen will appear to help you select where you would like to put this new piece of content. (Note: If you use the alternate method with the + sign described in the callout box at left, you may not need to do this step.) First, click UMICH. After you select UMICH, a screen will appear listing all the sites to which you have access. If you have access to only one site, only one site should appear. Next, select the appropriate site. 39

40 (5) Once you have selected your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the appropriate channel of your site in which to put your content, and then click OK. For example, in the screens below, we have selected Home, then About Us, and are finally checking off Staff. Then, we click OK. Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as containers within which you can put any number of articles, links, images, and other content. (6) Once you have navigated through the channels to the channel or sub channel in which you want to place your content and once you have clicked OK, you will be presented with the Image Properties Screen, shown below. 40

41 (7) If you or someone else has previously uploaded this image, you may browse for the file in the system. Otherwise, click Upload to upload a new image (Note: Uploading new files will usually be the mode of operation rather than browsing for existing files). Once you click upload, you ll see the screen below. Use this tool like you would many other Windows tools, clicking Browse to find the file you wish to upload (as shown below). Next, select your target project using the button. The following screen will appear. Once your image file has been found and the path to it appears in the window, click Upload to complete the process. 41 (8) Fill out the rest of the fields as appropriate, then click OK to finish uploading your image.

42 Image Field Descriptions Title (Required) give your image a title File Name (Required) enter the file name or click browse to locate the desired image file on your computer or shared drive. Caption (Optional) enter a caption for the image. Note: the text you enter here will also become the image s alt text on your website. Alt text is the text that appears when you hover over an image on a website. An image does not require alt text. Detailed URL (Optional) If you want your image to be a hyperlink, enter a URL destination into this field (e.g., your logo can be a hyperlink to your homepage). Default Height and Default Width (Optional) While these fields are optional, entering the dimensions of your image is recommended. If you do not already know the dimensions of your image, you can find them either by opening the image in an image software program (e.g., Adobe Photoshop) and looking at image size, or, by right mouse clicking on the image on your computer and looking under Properties. Enter the height and width in pixels. Credits (Optional) give credit to the image s artist or photographer. CMA Keywords (Optional) enter search words to help you later find the Image within the AppConsole or ICE (words can be separated by spaces, commas, or semicolons). Remember that once content is created it must be put in the region configurator and approved/published. 42

43 Key Difference: V6 vs. V7 V6 users who dealt with slide shows had very little control over the actual operation of the slideshow because each slideshow was built custom and required complicated code to manipulate the images. Swapping out images required knowing what filenames were associated with what images and other tedious tasks. With V7, the CMS has evolved quite a bit in this regard. You can now order the images and swap them out much more easily. Slide Show Slide shows display a series of pre selected images. Like its namesake, which was so common in the past, these display photographs or other images in a pre set order and can be used to tell a story or present a thematic grouping of visuals. The slideshow can be configured to show your audiences images and captions or just images with no captions depending on your needs. Buttons can be provided on the website to allow them to step through the slides as well. While the Vignette CMS supports BMP, JPG, TIF, PNG, and GIF files, LSA recommends you use only JPG or GIF files because of their broad reaching compatibility compared to other image formats. Your slide show images should all have the same dimensions, so you will want to crop or resize your images to the appropriate height and width ahead of time using a graphics program. You have the option of uploading new images at the point of creating the slide show OR can select from images already uploaded to the CMS. If you choose the latter option, please review the Content Types: Images section of this document for help on uploading Images. Adding a New Slide Show Using ICE (1) To add a new image using ICE, you will login to the edit mode of your site: You will notice next to most of the content, a pencil icon accompanied by a red X icon. These options allow you to edit that particular content item in the region of the page. To add a new article to an area, you will use the Region Config editing option which is highlighted below. 43

44 (2) After clicking on the Region Config editing pencil, you will notice the Region Config properties screen opens (it appears the same as if you were to open it from the AppConsole). (3) You will now be able to add new content or find existing content to add. For this illustration, we will be creating a new article. Under the create menu drop down options, choose the type of content you want to create. You should select Slide Show Umich as shown below. 44

45 (4) A new window will popup for you to place the content you are creating. Click on UMICH to access the list of websites to which you have access, when the following screen appears, you can click on the site you want to add content to. Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as place holders on your site. (5) Once you have clicked on your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the appropriate subproject which has the same name as channels of your site in which you want to add your content, For example, in the screens below, we have clicked on Home, then About Us, and are finally clicked on Staff. 45

46 (6) Once you have navigated through the channels to the channel or sub channel in which you want to place your content and once you have clicked OK, you will be presented with the Image Properties Screen, shown below. When done entering your content, click OK. Remember that once content is created it must be put in the region configurator and approved/published. Adding a New Slide Show Using the AppConsole (1) If you have not done so already, login to the AppConsole. Go to the URL: Enter your UNIQNAME and LSA PASSWORD. 46

47 Once logged in, you will see the CMS Homepage (below). Alternative: Add Content In addition to adding new content by clicking create content item, you may also use the Sites menu to select your site. Once you are in the hierarchy of your unit s website, you will notice a + icon in the upper left corner of the screen. Click the plus sign, and then select Content Item to add a new content item. This can be a helpful alternative when you are working within your site in the AppConsole and wish to add new content without returning to the homepage. The button is shown in the graphic below. (2) To create a new content item, you will first need to click Create Content Item (shown in previous image) in order to open the content type definition screen. Once you click on Create Content Item, the following screen will appear. 47

48 (3) Click on UMICH to access the list of websites to which you have access. The following screen will appear. To add a new slide show to the system, you would select Slide Show and click OK. (4) A new screen will appear to help you select where you would like to put this new piece of content. (Note: If you use the alternate method with the + sign described in the callout box at left, you may not need to do this step.) First, click UMICH. After you select UMICH, a screen will appear listing all the sites to which you have access. If you have access to only one site, only one site should appear. Next, select the appropriate site. 48

49 Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as containers within which you can put any number of articles, links, images, and other content. (5) Once you have selected your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the appropriate channel of your site in which to put your content, and then click OK. For example, in the screens below, we have selected Home, then About Us, and are finally checking off Staff. Then, we click OK. (6) Once you have navigated through the channels to the channel or sub channel in which you want to place your content and once you have clicked OK, you will be presented with the Slide Show Properties Screen, shown below. 49

50 (7) The most important part of the slideshow screen is the Add button in the lower portion. You will use this button to add your images to the show. When you click Add, the following screen will appear. In this form, you have the option of uploading a new image or browsing for an old one. Fill out the fields on this page to your satisfaction and hit OK. See below for more information on each field Once you hit OK, you ll be returned back to the main screen. Repeat this step for as many images as you d like to include in the slide show until you have added them all. (8) Once you have added all your images, fill out the rest of the fields on the Slide Show screen as necessary (9) Once you have filled out the remaining fields, click OK. Your slide show is now submitted. Slide Show Field Descriptions For Step 7 Alternate Title (Required) The alt title shows up when people mouse over your image and is critical to text only browsers and to browsers for people with disabilities. It can also be used as a short caption. Image (Required) Browse the system or Upload a new image from scratch using the buttons provided. 50

51 URL (Optional) Do you want the slideshow to be clickable and link to another page? If so, put the web address here. Link to a Channel (Optional) Same as above, except link to an existing channel in your site Link to Content (Optional) Same as above except link to an existing, specific, single piece of content in your site For Step 8 Title (Required) Name of your slideshow Description (Optional) Provide slideshow detail Channel (Optional) Channel on which slideshow is placed Author ID (Optional) Provide your name. Modified By (Optional) Write your name here, when you create a new slideshow or edit an already existing one. Modified Date (Optional) Write creation or modification date Remember that once content is created it must be put in the region configurator and approved/published. 51

52 Link The Link content type in the CMS is used to enter and display hyperlinks to other pages on the web. For example, you may want to link to the LSA Course Guide or to Undergraduate Requirements hosted on the LSA page or on another UM page: You can use the Link content type to do just that. Adding a New Link Using ICE (1) To add a new image using ICE, you will login to the edit mode of your site: You will notice next to most of the content, a pencil icon accompanied by a red X icon. These options allow you to edit that particular content item in the region of the page. To add a new article to an area, you will use the Region Config editing option which is highlighted below. (2) After clicking on the Region Config editing pencil, you will notice the Region Config properties screen opens (it appears the same as if you were to open it from the AppConsole). 52

53 53

54 (3) You will now be able to add new content or find existing content to add. For this illustration, we will be creating a new article. Under the create menu drop down options, choose the type of content you want to create. You should select Link Umich as shown below. (4) A new window will popup for you to place the content you are creating. Click on UMICH to access the list of websites to which you have access, when the following screen appears, you can click on the site you want to add content to. 54

55 Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as place holders on your site. (5) Once you have clicked on your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the appropriate subproject which has the same name as channels of your site in which you want to add your content, For example, in the screens below, we have clicked on Home, then About Us, and are finally clicked on Staff. (6) Once you have navigated through the channels to the channel or sub channel in which you want to place your content and once you have clicked OK, you will be presented with the Link Properties Screen, shown below. When done entering your content, click OK. 55

56 Remember that once content is created it must be put in the region configurator and approved/published. Adding a New Link Using the AppConsole (1) If you have not done so already, login to the AppConsole. Go to the URL: Enter your UNIQNAME and LSA PASSWORD. Once logged in, you will see the CMS Homepage (below). 56

57 (2) To create a new content item, you will first need to click Create Content Item (shown in previous image) in order to open the content type definition screen. Once you click on Create Content Item, the following screen will appear. (3) Click on UMICH to access the list of websites to which you have access. The following screen will appear. Each entry on this screen represents the opportunity to create that type of content. To add a new document to the system, you would select Link and click OK. 57 (4) A new screen will appear to help you select where you would like to put this new piece of content. (Note: If you use the alternate method with the + sign described in the callout box at left, you may not need to do this step.) First, click

58 UMICH. After you select UMICH, a screen will appear listing all the sites to which you have access. If you have access to only one site, only one site should appear. Next, select the appropriate site. (5) Once you have selected your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the appropriate channel of your site in which to put your content, and then click OK. For example, in the screens below, we have selected Home, then About Us, and are finally checking off Staff. Then, we click OK. Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as containers within which you can put any number of articles, links, images, and other content. 58

59 (6) Once you have navigated through the channels to the channel or sub channel in which you want to place your content and once you have clicked OK, you will be presented with the Link Properties Screen, shown below. (7) Fill out all fields as necessary: (8) Once you have filled out all the fields, click OK to add your content. Remember that once content is created it must be put in the region configurator and approved/published. Link Field Descriptions Title (Required) Give your link a title. In most cases, the title will be displayed as the actual link on your site. Description (Required) Enter a description of what the link is and where it goes. This may or may not be displayed depending on what you choose later for your display format. URL (Required) Enter the URL for the website, beginning with 59

60 Link to a Channel (Optional) Channel where link is to be placed Link to Content (Optional) Linking Content Author ID System Generated Modified By System generated Modified Date System generated CMS Keywords (Optional) Enter keywords that will help you find this content in the AppConsole or ICE at a later date. Terms can be separated by spaces, commas, or semicolons. People The People content type is used for working with the People content instance in your site. Working with the People Content Type requires additional permissions in the VCM and also requires your site to have people directories coded for your site. To work with People on your site, please schedule supplemental training and we will also provide an additional training manual. Please send an to [email protected] to request access and an additional training session. Additionally, more detail on People Content Instances are available in the Vignette CMS V7 Advanced User Instruction Manual. Events Events can comprise a variety of lectures, meetings, conferences, visits, and performances held in LSA, in your unit, and in many other departments and programs. Events entered into the CMS can be used in a number of ways. First, once entered, they will automatically appear in the pre determined places the events page of your website. They can also be treated like articles or other pieces of content and placed on pages as needed. And finally, all events entered, unless specified, will appear on the LSA Events Calendar to help draw attention. A proposed future expansion of this tool will be to have events entered into the CMS fill the UM events calendar as well, negating the need for multiple entries. 60

61 Adding a New Event Using ICE (1) To add a new event using ICE, you will login to the edit mode of your site: You will notice next to most of the content, a pencil icon accompanied by a red X icon. These options allow you to edit that particular content item in the region of the page. To add a new article to an area, you will use the Region Config editing option which is highlighted below. 61

62 (2) After clicking on the Region Config editing pencil, you will notice the Region Config properties screen opens (it appears the same as if you were to open it from the AppConsole). (3) You will now be able to add new content or find existing content to add. For this illustration, we will be creating a new article. Under the create menu drop down options, choose the type of content you want to create. You should select Event Umich as shown below. 62

63 (4) A new window will popup for you to place the content you are creating. Click on UMICH to access the list of websites to which you have access, when the following screen appears, you can click on the site you want to add content to. Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as place holders on your site. (5) Once you have clicked on your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the appropriate subproject which has the same name as channels of your site in which you want to add your content, For example, in the screens below, we have clicked on Home, then About Us, and are finally clicked on Staff. 63

64 (6) Once you have navigated through the channels to the channel or sub channel in which you want to place your content and once you have clicked OK, you will be presented with the Event Properties Screen, shown below. When done entering your content, click OK. 64

65 The following window will appear: If you want to replicate an event, then follow the appropriate steps within this window. If your event is not repeated, then select OK. NOTE: Most events will appear on your site without further coding if you have a defined events section of your site. If you would like to associate an event to a Region of part of your website, please proceed with assocating as shown on the region config. Remember that once content is created it must be put in the region configurator and approved/published. Adding a New Event Using the AppConsole (1) If you have not done so already, login to the AppConsole. Go to the URL: Enter your UNIQNAME and LSA PASSWORD. 65

66 Once logged in, you will see the CMS Homepage (below). (2) To create a new content item, you will first need to click Create Content Item (shown in previous image) in order to open the content type definition screen. Once you click on Create Content Item, the following screen will appear. 66

67 (3) Click on UMICH to access the list of websites to which you have access. The following screen will appear. Each entry on this screen represents the opportunity to create that type of content. To add a new document to the system, you would select Event and click OK. (4) A new screen will appear to help you select where you would like to put this new piece of content. (Note: If you use the alternate method with the + sign described in the callout box at left, you may not need to do this step.) First, click UMICH. After you select UMICH, a screen will appear listing all the sites to which you have access. If you have access to only one site, only one site should appear. Next, select the appropriate site. 67

68 (5) Once you have selected your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the appropriate channel of your site in which to put your content, and then click OK. For example, in the screens below, we have selected Home, then About Us, and are finally checking off Staff. Then, we click OK. Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as containers within which you can put any number of articles, links, images, and other content. 68

69 (6) Once you have navigated through the channels to the channel or sub channel in which you want to place your content and once you have clicked OK, you will be presented with the Event Properties Screen, shown below. (7) Fill out the appropriate fields to enter your event: (8) Once you re done, click OK. 69

70 The following window will appear: If you want to replicate an event, then follow the appropriate steps within this window. If your event is not repeated, then select OK. Your event is now uploaded into the CMS. Remember that once content is created it must be put in the region configurator and approved/published. Event Field Descriptions Title (Required) The name of your event Location (Optional) Location of the event Contact info (Optional) Provide contact information here Description (Required) Provide event detail Department (Required) Identify the host department (generally your own) Further Information (Optional) Information beyond the description. Depending on the event, you can use 70

71 this in tandem with the description field in a way similar to teaser/body in an article, with description showing the basic information and this field going into more detail. Start Date (Required) Specify date when event starts End Date (Required) Specify Date when event ends. Can be same as start date for one day events or another date for longer events or conferences Start Time (Required) Specify start time, including AM or PM End Time (Required) Specify end time, including AM or PM Keep Past Days (Optional) Keeps event until this date. Key Difference: V6 vs. V7 You can add images to events in V7. Users of V6 will remember this was not possible in the old CMS. As an added feature, you do not have to add the image through the image content type first. They can be added directly from the event screen. Of course, you can always browse for an image that exists in the system as well. Detail Image (Optional) Image can be inserted in the event Image 2 (Optional) A second image can be uploaded here. Thumbnail image (Optional) Thumbnail images can also be uploaded Author ID System generated Modified By System generated Modified Date System generated CMA Keyword (Optional) Enter search words to help you later find an event within the system 71

72 News News refers to items the department wishes to publicize or highlight on their website. Such items may include faculty hirings, notable coverage in the media, prominent events the department wishes to publicize beyond a normal event listing, research highlights or discoveries of general interest, et cetera. Like events, once news items are in the CMS, they can be displayed dynamically or placed manually on the website. Because these items are stored in a database, LSA Development, Marketing & Communications will be able to refer to these items and may contact your unit for further information if any of these stories relate to broader Collegewide concerns. Adding a New News Item Using ICE (1) To add a new image using ICE, you will login to the edit mode of your site: You will notice next to most of the content, a pencil icon accompanied by a red X icon. These options allow you to edit that particular content item in the region of the page. To add a new article to an area, you will use the Region Config editing option which is highlighted below. Key Difference: V6 vs. V7 The News content type represents a significant enhancement that comes with this version of the CMS. V6 users are accustomed to having only manually placed articles that serve as news items. This new, more dynamic approach allows for archiving, sharing, and displaying news items in much more efficient ways that are easier to maintain. (2) After clicking on the Region Config editing pencil, you will notice the Region Config properties screen opens (it appears the same as if you were to open it from the AppConsole). 72

73 73 (3) You will now be able to add new content or find existing content to add. For this illustration, we will be creating a new article. Under the create menu drop down options, choose the type of content you want to create. You should select News Umich as shown below.

74 (4) A new window will popup for you to place the content you are creating. Click on UMICH to access the list of websites to which you have access, when the following screen appears, you can click on the site you want to add content to. (5) Once you have clicked on your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the appropriate subproject which has the same name as channels of your site in which you want to add your content, For example, in the screens below, we have clicked on Home, then About Us, and are finally clicked on Staff. Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as place holders on your site. 74

75 (6) Once you have navigated through the channels to the channel or sub channel in which you want to place your content and once you have clicked OK, you will be presented with the News Properties Screen, shown below. (7) When done entering your content, click OK. Remember that once content is created it must be put in the region configurator and approved/published. 75

76 Adding a New News Item Using the AppConsole (1) If you have not done so already, login to the AppConsole. Go to the URL: Enter your UNIQNAME and LSA PASSWORD. Once logged in, you will see the CMS Homepage (below). 76

77 (2) To create a new content item, you will first need to click Create Content Item (shown in previous image) in order to open the content type definition screen. Once you click on Create Content Item, the following screen will appear. (3) Click on UMICH to access the list of websites to which you have access. The following screen will appear. 77 Each entry on this screen represents the opportunity to create that type of content. To add a new document to the system, you would select News and click OK.

78 (4) A new screen will appear to help you select where you would like to put this new piece of content. (Note: If you use the alternate method with the + sign described in the callout box at left, you may not need to do this step.) First, click UMICH. After you select UMICH, a screen will appear listing all the sites to which you have access. If you have access to only one site, only one site should appear. Next, select the appropriate site. (5) Once you have selected your site, click on Home. From here, you will recognize that each of the entries on the screen correspond to a part of your site. Select the appropriate channel of your site in which to put your content, and then click OK. For example, in the screens below, we have selected Home, then About Us, and are finally checking off Staff. Then, we click OK. Reminder: Channels The term channel refers to a chunk of your website. For users of the old CMS, these would have been called sections. Think of channels as containers within which you can put any number of articles, links, images, and other content. 78

79 (6) Once you have navigated through the channels to the channel or sub channel in which you want to place your content and once you have clicked OK, you will be presented with the News Properties Screen, shown below. 79 (7) Fill in the fields on the News screen as appropriate. You will note that the required Body field utilizes the Word like toolbar. If you are not familiar with using the toolbar, please refer to the ARTICLE section of this document for details on its operation. (8) Once you re done, click OK. Your news story is now uploaded into the CMS. One unique facet of the news content type is that submitting your news item does not just save a copy in your site. In addition to creating the news content item on your site, it sends a copy to LSA Development, Marketing & Communications for their review. Not all news items will end up being of use to DMC or being placed on the LSA website. Strict policies guide the decisions as to what stories are published on the LSA site. However, this system allows DMC to gather all the possibilities, not

80 just for the LSA site but also for other press related projects, LSAmagazine, or other potential uses. It keeps the College informed of your work without you having to do anything beyond update your website as you would normally do. News Field Descriptions Title (Required) Name of your news item (e.g., Student Poem about Mole Rats Wins Pulitzer Prize ) Teaser (Optional) Brief, eye catcher to motivate viewer to read more Body (Required) The bulk of your text goes here. This field uses the editing toolbar to modify and enhance text. Author (Optional) Provide your name. News Category (Optional) Select the most appropriate category for your news item from the list. This will help make any archives of your news items more user friendly to search. Department (Required) Select the unit with the primary affiliation with this story. Generally, this will be the unit whose site this news item is being published on. Image 1, Image 2 and Image 3 (Optional) Images can be inserted in the news item. Link (Optional) Some stories may simply be links to external news sources (e.g., the U Record, the Daily, the Ann Arbor News, etc). You can link to those sources using this option. Paste the entire link, including the into this space. LSA Homepage options (LSA use only) This setting only works for Dean s Office staff and will not do anything of consequence for your news item. Please leave these fields blank. Remember that once content is created it must be put in the region configurator and approved/published. 80

81 Static Files Creating/uploading static files can only be done in the AppConsole. 1) Navigate to the folder in which you will store the static files (either inside the content folder where the file is referenced or a central location) 2) Mouse over the green plus sign on the far left menu and click on Static File 3) Browse to select the file you would like to upload. 4) Select the file for uploading 5) When you return to the previous window, click OK to finish uploading the static file. 81

82 What s next? How Do I See My Content on the Site? After an article has been created, it still needs to be added to its Region Config and the region config needs to be associated to the channel. Then you would be able to see the changes you made on the preview stage of your site, once you publish your site the changes will be visible live on your website. Adding Content to Region Config (1) After creating your article, or if you want to add another existing article to the Region Config, click on the pencil icon next to the Region Config in the area of the page you want to create your content 82 (2) You will now be able to associate that content and place it in the order you want in the Region Config. You should now find the content in the CMS by clicking the Find button in Region Config, then search for it.

83 (3) The easiest way to find content you add is to type your uniqname in the Keywords field and select the content type you are trying to add. In this case, Article Umich. (4) From the results of your search or browse, select the content you want to add to the Region Config by clicking the radio button next to the content item. You can then select a format for the content or just press OK. 83

84 (5) You will now see your article in the Region Config and in ICE. 84

85 Using Region Config with Existing Content As seen in many of the above examples using content with the Region Config, the Region Config is used to work with, order and choose display formats for the various regions on your web pages. The illustration of the MichInWash (Michigan in Washington program) homepage shows two regions on the homepage as noted with the red type and arrows: Clicking on the pencil next to a Region Config Options listing will allow you to edit that particular Region Config. In the screenshot above, the Content Region1 contains one content item and Content Region2 contains three items. 85

86 To add content to a Region Config, it is the same as the steps illustrated with the content types: (1) You will now be able to associate that content and place it in the order you want in the Region Config. You should now find the content (image) using the Find button in Region Config, then search for it. The easiest way to find content you add is to type your uniqname in the Keywords field and select the content type you are trying to add. In this case, News Umich. (2) From the results of your search or browse, select the content you want to add to the Region Config by clicking the radio button next to the content item. You can then select a format for the content and press OK. 86

87 (3) You will now see your document in the Region Config and in ICE. (4) There might be a time when you think you made a change to the Region Config but it isn t reflected in the ICE interface. All you have to do is refresh that Region Config by clicking the refresh button as shown below. 87

88 Versioning Your Content A great new feature that has been added to the CMS is a means to version content items in the CMS. Versioning is essentially a way of taking a snapshot of a content item at any given time. It is good practice to take a version of your content before making significant changes to it. In the event you do not like your changes, or you later find out that you would rather use the previous version of the content before you made your edits, you can always refer back to any version of the content you have on file. Creating a new Version of any content item. (1) Open up any content item in the system, either through ICE or the AppConsole. In this example, the Introduction article has been opened. Versions A new feature added to the CMS is versioning. All content types can be versioned. This is essentially saving a copy of a content item to the CMS, to possibly use at a later time. It s like taking a snapshot of any content item. Reminder: Region Config and Channel The term Region Config refers to a chunk of your website. For users of the old CMS, these would have been called areas. Think of Region Configs as containers within which you can put any number of articles, links, images, and other content. The term channel refers to a place on your website which can hold a region config. For users of the old CMS, these channels would have been called sections. Think of channels as place holders on your site. 88

89 (2) After clicking the Versions tab, you will be taken to the versions screen of that content instance. By clicking the + New Version button (create a new version button), a user will be able to take a snapshot of the content item as it stands before the user opened the content item. (3) You now can enter the title of your version and the description of your version. It is helpful to add detail and meaningful explanations of the version. Often, versions are used many months in the future. Having a meaningful title and description is very helpful to a user when looking for a description of a particular version. (4) Click OK and you now have a version of the content instance you are working with. 89

90 Restoring a version of a content instance. (1) Open the content instance that you would like to resore an earlier version of. In this example, the Introduction article has been opened. (2) After clicking the Versions tab, you will be taken to the versions properties of that content instance. You will be able to click the check box next to a version and the Restore Version button will now be active. What are those other options in the Versions screen? 90

91 Properties This will give you the title and description of the version you have checked. Preview You will be able to preview the version of content to see how it would appear if you were to restore it. Compare You will be able to compare two different versions of the content, side by side to see differences and how they compare to each other. 91

92 ARTICLES IN DEPTH In-Text Links Sometimes it is helpful to make use of in text links to navigate within a site. In text links are helpful for linking to related pages and content. You can only use in text links within the body of the Article content type. The following steps will show you how to create intext links. To Internal Pages & Content: Create or Open an Article through the content tab. (for steps to create an article, see page 9) Within the body of the Article, highlight the text that you would like to make an in text link. Click on the Insert drop down, and select VCM Content. 92

93 The following window will appear: Select the type of content that you are linking to. (Channel Page, Content Content Type) The Link Text field will display the text that you highlighted to be the in text link. Next, select the browse button and navigate to the content you want to link to. (this will bring up a new window) Click on the radio button next to the content you want and select OK. You will then see the window you came from. Select OK, and your in text link has been made. 93

94 To Static Files To link to.pdfs,.docs or other static files, the process is a little more elaborate. 1) In the AppConsole, create/upload a static file (See section on Adding New Content: Static files) 2) Associate the static file to the Channel in which the static file is stored 3) Open the static file in the AppConsole by clicking on its name 4) Copy the Placement Path from the properties window 94

95 5) Open the article that will contain the link to the static file 6) Highlight the word that will be the link to the static file and select the HyperLink button 7) Paste the placement path from step three into the Address field 8) Paste the placement path from step three into the Address field 9) Click OK or Apply on the Article Content Editing form 95

96 Publishing Your Content Publishing is the process of transferring an asset (such as a site, channel, or content item) through one or more stages until it is published (that is, displayed) on a live site. An asset cannot be viewed by web site visitors until it has been published. NOTE: All content is published within the context of a site; that is, the publishing tasks are done at the Site level, in the Sites section of the AppConsole or via ICE The current version of Vignette is equipped with a special caching system that enables the system to self prioritize all the publishing that is occurring. Therefore, your changes will be on the live site in one to four hours. Publishing States Publish states indicate whether assets have been published. All assets that can be published (for example, sites, channels, and content items) have publish states. The publish state is relative to the production stage or whichever stage is defined as the site s final stage. Following are the publish states for assets: Published The asset is published to all endpoints on the production or final stage. Unpublished The asset is absent from all endpoints on the production or final stage either because the asset has never been published or it has been unpublished. Updating The asset is currently publishing or unpublishing on the production or final stage. All endpoints are working; no endpoints have reported a failure. Stale The asset is published on the production or final stage, but a more recent version of the asset exists and has not been published. Unknown None of the production or final stage s endpoints on which the asset was publishing or unpublishing reported a success, so Vignette Content is unable to determine the publish state of the asset. 96

97 Incomplete At least one endpoint on the production or final stage, but not all, reported the asset published or unpublished successfully. The endpoints not reporting a success may either have failed or may still be working. Publishing Content Using ICE After creating your Content Instance and adding it to the appropriate Region Config, you may publish the content using In Context Editing (ICE) after approving the content. 1. Simply click on the Approve icon (indicated below) next to the Content Item Relation editing shortcuts. 97

98 2. The approval is then confirmed. You can close this window. 3. Next select the Publish icon: 98

99 4. As a result the window below opens and requires that you select OK. Publishing Content Using The AppConsole Additionally, you may publish content from the back end. If you have not done so already, login to the AppConsole. Go to the URL: 1. Enter your UNIQNAME and LSA PASSWORD. Once logged in, you will see the CMS Homepage (below). 99

100 2. Navigate to the Content Item or Channel you would like to publish in the Sites Section of the AppConsole. 3. Mark the check box next to the Content Item or Channel to be published. 100

101 4. Once the item to be selected has been marked, click on the Publish command in the AppConsole s task bar 5. In the window that opens up (shown below), select Create Publish Job. 101

102 Deleting Content Items From time to time it may become necessary to remove content from your website. The two methods that follow have distinctly different impacts on your content. Deleting Content Using ICE Selecting the delete icon next to the content item will remove the piece of content from the preview and the live site when you approve the region config or channel. It does not delete or remove the content item from the back end. 1. Select the red X next to the content item you would like to remove 2. Click Close Window on the confirmation window. 3. Make sure you approve the changed region config/channel in AppConsole 102

103 Deleting Content Using the AppConsole When you delete content from the back end using the AppConsole it is permanently removed from the Vignette servers as well as ICE and your live site when you approve the region config or channel. 1. Navigate to the location of the content item in the content section of the AppConsole. 2. Select the checkbox next to content item you wish to delete. 3. Click on the delete icon (red X) in the Vignette toolbar. 4. Select OK in the confirmation warning. 5. Make sure you approve the changed region config/channel in AppConsole Have a suggestion or correction? Send an e mail detailing your idea to [email protected]. 103